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How to Complete the Admin Items for a Successful Fundraiser

To ensure you have a successful fundraiser, you must complete the following admin items on Trellis.

Click each item below to complete each admin task so you can accept transactions and run a successful fundraiser! 

1. Complete your organization profile

2. Add your banking details

3. (Optional) Create and enable your tax receipt template

Here at Trellis, our goal is to make your fundraising experience as smooth as possible by minimizing administrative tasks. Once you have completed the steps above, you will be able to receive automatic payouts and instantly send tax receipts to donors as soon as they complete their transactions. Now, let's move on to setting up your fundraiser drivers!


To set up your fundraiser drivers, click Next above

Did this answer your question? If not, please feel free to contact us using that teal chat bubble on the lower right corner of your Trellis account dashboard.